Work-Relay Features
unparalleled benefits
Convenience for All Users
One System of Record
Work-Relay eliminates the need for multiple systems and provides management with one set of data, tracking, and insights into all phases of work – planned, active, and completed – from one convenient place.
Process Wizard
The Work-Relay Process Wizard guides users step-by-step, to effortlessly build and activate a process model in Salesforce – in under 5 minutes. See the Process Wizard in action in this short video.
User Console
Provides organizations with a centralized place to receive, fulfill, manage, and complete orders making it easier to meet deadlines, increase revenues, and boost customer satisfaction The User Console helps accelerate many processes with intuitive:
- Forms
- Instructions
- Checklists
- Time logging
- Collaboration
- and more
Planning Dashboard
Allows users to see multiple processes by resource, assignee, team, etc.
Progress Dashboard
Shows the real-time status of steps in active process instances.
Form Builder
Work-Relay’s Form Builder allows users to create complex forms using simple drag-and-drop. The Form Builder supports conditional logic, cross-field validation, nested forms, buttons, calculations, and more.
Record View
The Record View shows all the interdependent processes and sub-processes related to that record in one place.
Gantt Charts
Gantt charts help project managers with visibility across dependent work items and resources. Work-Relay Gantt charts support conditional business logic and branching to customize the projects to unique conditions, and shows indicators related to process specifications such as tasks requiring a decision and processes prevented from continuing until a sub-process is completed.
Work-Relay Features
| Included | |
|---|---|
| Drag & Drop Process Designer |  |
| Project Management | |
| Drag & Drop Form Designer | |
| Cross/Multi Project Management | |
| Kanban Boards | |
| Gantt Charts | |
| Real-time Reporting | |
| Task Dashboard | |
| Progress Dashboard | |
| Planning Dashboard | |
| Analytics | |
| Collaborate with Slack, Teams or Chatter integration | |
| Resource Management | |
| Advanced Visualization | |
| Advanced Risk Management | |
| Advanced Project Management | |
